STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNITED HEALTH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UNITED HEALTH FOUNDATION (EIN 41-1941615)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349100040
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T08:20:16-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S 6TH ST 2300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411941615EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone9529361754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MN008-W175 9900 BREN ROAD EASTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER RAINEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9529361754PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE H MOHR CPAPreparerPersonNm
PTINP00447603PTIN
Phone6128764500PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.188.75IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm08:37:40IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdEDB264CAD7F9F6CD2E19D356927987B2A35A11B0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,149,941FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$49,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$63,009InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$63,009InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,063,009TotalRevAndExpnssAmt
Total Net Invst Incm$63,009TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,382LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,382LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$24,132AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$24,132AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,531,658OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$97OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,531,792OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$461,494TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$79,793TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$17,093PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$17,093PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$84,165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$74,432OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,120,924TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$97TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,729,624TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,057,713ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,064,327ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,178,637TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$97TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,793,951TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,884,372ExcessRevenueOverExpensesAmt
Net Investment Income$62,912NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,069,010SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,903,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,903,672SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$16,011,544PledgesRcvblAmt
Pledges Rcvbl BOY$17,587PledgesRcvblBOYAmt
Pledges Rcvbl EOY$16,011,544PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$16,011,544PledgesRcvblEOYFMVAmt
Other Assets BOY$1,304,502OtherAssetsBOYAmt
Other Assets EOY$1,234,725OtherAssetsEOYAmt
Other Assets EOYFMV$1,234,725OtherAssetsEOYFMVAmt
Total Assets BOY$14,391,099TotalAssetsBOYAmt
Total Assets EOY$22,149,941TotalAssetsEOYAmt
Total Assets EOYFMV$22,149,941TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,149AccountsPayableBOYAmt
Accounts Payable EOY$407,353AccountsPayableEOYAmt
Other Liabilities BOY$6,165,559OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,696,830OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,181,708TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,104,183TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$6,839,581UnrestrictedBOYAmt
Unrestricted EOY-$1,253,242UnrestrictedEOYAmt
Temporarily Restricted BOY$1,369,810TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$17,299,000TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,209,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,045,758TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,391,099TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,149,941TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,209,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,884,372ExcessRevenueOverExpensesAmt
Other Increases$21,772OtherIncreasesAmt
Subtotal$16,115,535SubtotalAmt
Other Decreases$69,777OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,045,758TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,645,674AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,148,730NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.091224DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,572,424AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,164,524NetVlNoncharitableAssetsYr2Amt
Distribution Yr24.972700DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,087,520AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,545,990NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.520659DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,115,627AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,926,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.420975DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,752,989AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,925,899NetVlNoncharitableAssetsYr5Amt
Distribution Yr55.795612DistributionYr5Rt
Total Distribution20.801170TotalDistributionRt
Average Distribution4.160234AverageDistributionRt
Net Vl Noncharitable Assets$3,660,500NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,228,537AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$629NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,229,166AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,793,951QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$629InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$629SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Overpayment$2,345OverpaymentAmt
Applied To ES Tax$2,345AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.UNITEDHEALTHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksGRETCHEN KORFIndividualWithBooksNm
Phone9529361754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1MN008-W175 9900 BREN ROAD EASTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARIANNE SHORT
9900 BREN ROAD EASTMINNETONKAMN55343CHAIRMAN0.50$0$0$0
TRACY MALONE
9900 BREN ROAD EASTMINNETONKAMN55343PRESIDENT25.00$0$0$0
PETER RAINEY
9900 BREN ROAD EASTMINNETONKAMN55343TREASURER0.50$0$0$0
FARAZ CHOUDHARY
9900 BREN ROAD EASTMINNETONKAMN55343SECRETARY10.00$0$0$0
DANNETTE SMITH
9900 BREN ROAD EASTMINNETONKAMN55343ASSISTANT SECRETARY0.50$0$0$0
CORY ALEXANDER
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
TINA BROWN-STEVENSON
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
HEATHER CIANFROCCO
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
TERRY CLARK
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
KRISTY DUFFEY
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
NORMAN WRIGHT
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
THOMAS WIFFLER
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
TAMI RELLER
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
CHRISTOPHER STIDMAN
9900 BREN ROAD EASTMINNETONKAMN55343PRESIDENT-OUTGOING25.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ARUNDEL METRICS
175 ARUNDEL STREETST PAULMN55102CONSULTING FOR AMERICA'S HEALTH RANKINGS$1,486,803
THE GLOVER PARK GROUP LLC
1025 F ST NW 9TH FLRWASHINGTONDC20004CONSULTING FOR KEY PROGRAMS$834,735
RESERVOIR COMMUNICATIONS GROUP
1200 NEW HAMPSHIRE AVE NW STE 502WASHINGTONDC20036CONSULTING FOR AMERICA'S HEALTH RANKINGS$730,949
J WALTER THOMPSON
1300 NICOLLET MALL 5TH FLMINNEAPOLISMN55403CONSULTING FOR KEY PROGRAMS$279,018
PERISCOPE
921 WASHINGTON AVE SMINNEAPOLISMN55415CONSULTING FOR KEY PROGRAMS$75,439
FieldValueIRS element (for citing)
Contractor Paid Over50k6ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AMERICA'S HEALTH RANKINGS:THE FOUNDATION CONDUCTS THE AMERICA'S HEALTH RANKINGS, WHICH IS A STATE-BY-STATE ANALYSIS OF THE NATION'S HEALTH. AMERICA'S HEALTH RANKINGS HAS SERVED AS A CALL TO ACTION FOR HEALTHIER PEOPLE AND THEIR COMMUNITIES FOR NEARLY 30 YEARS, AND HAS GROWN TO INCLUDE REPORTS THAT EXAMINE THE HEALTH OF SENIORS AGED 65+, WOMEN AND CHILDREN, AND THOSE WHO HAVE SERVED IN THE U.S. ARMED FORCES.Description1Txt
Expenses1$3,167,698Expenses1Amt
Description2TRANSFORMING HEALTH WITH COMMUNITIES:THE FOUNDATION IS COMMITTED TO SOURCING, DEVELOPING AND SUPPORTING INNOVATIVE AND EVIDENCE-BASED IDEAS THAT WILL HELP THE HEALTH SYSTEM WORK BETTER. TO DO THIS, WE IDENTIFY MEANINGFUL PARTNERS AND INITIATIVES THAT WE BELIEVE HAVE THE POTENTIAL TO LEAD TO IMPROVED ACCESS TO CARE, BETTER HEALTH OUTCOMES, AND HEALTHIER COMMUNITIES, AND ARE SCALABLE. AS AN EXAMPLE, THE FOUNDATION RECENTLY PARTNERED WITH THE CANKDESKA CIKANA COMMUNITY COLLEGE, A TRIBAL COLLEGE IN NORTH DAKOTA, TO ADDRESS HIGH RATES OF SUBSTANCE ABUSE IN THE COMMUNITY. SUPPORT FROM THE FOUNDATION FUNDS THE RENOVATION OF A FORMER GROUP HOME INTO THE REGION'S ONLY RESIDENTIAL SUBSTANCE ABUSE TREATMENT CENTER, AND ALSO PROVIDES TECHNICAL ASSISTANCE TO DEVELOP A WORKFORCE STAFFING MODEL THAT ENABLES CULTURALLY-COMPETENT CARE AND PROMOTES LONG-TERM RECOVERY.Description2Txt
Expenses2$100,040Expenses2Amt
Description3DIVERSE SCHOLARS INITIATIVE: DEVELOPING THE FUTURE HEALTH WORKFORCE AND IMPROVING COMMUNITY WELL-BEING:THIS INITIATIVE SUPPORTS THE FOUNDATION'S COMMITMENT TO IMPROVE HEALTH BY INCREASING THE NUMBER OF HEALTH PROFESSIONALS FROM MULTICULTURAL BACKGROUNDS. HUNDREDS OF UNITED HEALTH FOUNDATION DIVERSE SCHOLARS ARE WORKING TO ATTAIN THEIR HIGHER EDUCATION GOALS AND EVENTUALLY WILL START CAREERS IN THE HEALTH INDUSTRY. THESE STUDENTS WHO OFTEN COME FROM LOWER-INCOME MULTICULTURAL BACKGROUNDS WILL INCREASE THE NUMBER OF QUALIFIED, YET UNDERREPRESENTED, HEALTH CARE PROFESSIONALS ENTERING THE WORKFORCE.Description3Txt
Expenses3$2,986,481Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,716,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,716,244TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,716,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,744CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,660,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,025MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,025MinimumInvestmentReturnAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Total Tax$629TotalTaxAmt
Distributable Before Adj$182,396DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$182,396DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$182,396DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,793,951ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,793,951QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$629PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,793,322AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$182,396DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,556,702ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,719,335ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,660,314ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$45,114,610ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,381,025ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$164,431,986TotalExcessDistributionCyovAmt
Qualifying Distributions$39,793,951QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$182,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,611,555RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$204,043,541TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$22,556,702ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$181,486,839ExcessDistriCyovToNextYrAmt
Excess From Year4$26,719,335ExcessFromYear4Amt
Excess From Year3$29,660,314ExcessFromYear3Amt
Excess From Year2$45,114,610ExcessFromYear2Amt
Excess From Year1$40,381,025ExcessFromYear1Amt
Excess From Current Year$39,611,555ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221PCUNITED HEALTH FOUNDATION TRIBAL SCHOLARS PROGRAM$230,000
AMERICAN NURSES FOUNDATION
8515 GEORGIA AVE 400SILVER SPRINGMD20910PCCREATION OF THE JEANNINE RIVET FELLOWSHIP IN PARTNERSHIP WITH THE AMERICAN NURSES FOUNDATION$120,000
APPALACHIAN AGENCY FOR SENIOR CITIZENS
PO BOX 765CEDAR BLUFFVA24609PC2018 SUPPORT OF APPALACHIAN AGENCY FOR SENIOR CITIZENS$5,000
ARIZONA PUBLIC HEALTH ASSOC
700 E JEFFERSON ST STE 100PHOENIXAZ85034PC2018 SPRING CONFERENCE SPONSORSHIP & EXHIBITION$4,000
ASIAN & PACIFIC ISLANDER AMERICAN
2025 M ST NW 610WASHINGTONDC20036PCAPIASF / UNITED HEALTH FOUNDATION SCHOLARSHIP$185,000
BEST PREP
7100 NORTHLAND CIR N 120MINNEAPOLISMN55428PCBESTPREP/UNITEDHEALTH EMENTORS AND CAREER DAY PARTNERSHIP$10,000
BLACK GIRLS CODE
2323 BROADWAYOAKLANDCA94612PC2018 DATAPALOOZA CHARITABLE GIFT$2,000
BLUE STAR FAMILIES
PO BOX 230637ENCINITASCA92023PCWHITE OAK SPONSORSHIP & CELEBRATION SPONSORSHIP$50,000
BOYS & GIRLS CLUB
690 JACKSON STST PAULMN55130PC2018 CLUB LEVEL SPONSOR - FOR THE KIDS!$20,000
BYTE BACK
899 N CAPITOL ST NEWASHINGTONDC20002PC2018 DATAPALOOZA CHARITABLE GIFT$1,000
CANKDESKA CIKANA COMMUNITY COLLEGE
PO BOX 269FT TOTTENND58335PCTIOSPAYE OKCIYAPI TIPI (HOME OR PLACE FOR FAMILIES HELPING FAMILIES) FOR THE SPIRIT LAKE DAKOTA RESERVATION COMMUNITY.$738,000
CHILD HEALTH INVESTMENT PARTNERSHIP
1201 3RD ST SWROANOKEVA24016PC2018 SUPPORT OF CHILD HEALTH INVESTMENT PARTNERSHIP$5,000
CHILDRENS HEARTLINK
5075 ARCADIA AVEMINNEAPOLISMN55436PC2018 HEARTLINK GALA PLATINUM SPONSORSHIP$25,000
CHILDRENS HOSPITALS & CLINICS OF MN
5901 LINCOLN DREDINAMN55436PC2018 STAR GALA SUPPORT$25,000
CIRCLE THE CITY
300 W CLARENDON AVE STE 200PHOENIXAZ85013PCINTEGRATIVE HEALTH ASSESSMENT AND TREATMENT FOR VULNERABLE HOMELESS INDIVIDUALS$375,000
CLIMB
1001 WEST 31ST STREETCHEYENNEWY82001PCSCALING THE CLIMB WYOMING MODEL TO IMPROVE SOCIAL DETERMINANTS OF HEALTH OUTCOMES FOR SINGLE MOTHERS IN POVERTY.$500,000
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NWWASHINGTONDC20036PCSUPPORT CBCF LOUIS STOKES HEALTH SCHOLARS PROGRAM$70,638
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH ST NWWASHINGTONDC20036PCCHCI-UNITED HEALTH SPONSORSHIP$287,750
DISPENSARY OF HOPE
2700 BRICK CHURCH PIKENASHVILLETN37207PC2018 SUPPORT OF DISPENSARY OF HOPE$5,000
FHI360
359 BLACKWELL STREETDURHAMNC27701PC2018 SUPPORT OF FHI360$5,000
FOUNDATION FOR WOMANS
100 WOMANS WAYBATON ROUGELA70817PCPREGNANCY SUBSTANCE MISUSE CASE MANAGEMENT PROGRAM$500,000
FREE MEDICAL CLINIC OF OAK RIDGE
116 E DIVISION ROADOAK RIDGETN37830PC2018 SUPPORT OF FREE MEDICAL CLINIC OF OAK RIDGE$5,000
GUTHRIE THEATER
818 S 2ND STMINNEAPOLISMN55415PC2017/2018 GUTHRIE THEATRE SPONSORSHIP$50,000
HELEN ROSS MCNABB CENTER
201 W SPRINGDALE AVEKNOXVILLETN37921PCENGAGING INDIVIDUALS WHO HAVE BEEN ADMINISTERED NARCAN IN COMMUNITY SERVICES THROUGH HARM REDUCTION AND CONTINUAL ENGAGEMENT$175,000
HELPING HANDS OF VEGAS VALLEY INC
2320 PASEO DEL PRADO B203-204LAS VEGASNV89102PCSOCIAL RESPONSIBILITY DONATIONS - 2018 APC SUMMIT$5,000
HOPE FAMILY HEALTH SERVICES
1124 NEW HIGHWAY 52 EWESTMORELANDTN37186PCINTEGRATING PHARMACY SERVICES WITHIN THE PRIMARY CARE SETTING TO OPTIMIZE MEDICATION-RELATED OUTCOMES.$203,345
JACKIE ROBINSON FOUNDATION INC
75 VARICK ST 2ND FLOORNEW YORKNY10013PCMENTORING AND LEADERSHIP DEVELOPMENT PROGRAM (MLDP)$140,094
LIGHTHOUSE YOUTH SERVICES
401 E MCMILLAN STCINCINNATIOH45206PCIMPROVE SERVICE DELIVERY FOR CLIENTS ACROSS THE AGENCY BY PROVIDING ENHANCED CARE COORDINATION AND INCREASED ACCESS TO ASSESSMENTS AND MENTAL AND PHYSICAL HEALTH SERVICES.$215,000
LOUISIANA CANCER RESEARCH CENTER
1700 TULANE AVENEW ORLEANSLA70112PCCREATION AND IMPLEMENTATION OF A LOUISIANA STATEWIDE CANCER STRATEGY$250,000
MCKESSON MEDICAL SURGICAL
P O BOX 630693CINCINNATIOH45263PC2018 UNITED HEALTH FOUNDATION SUPPORT FOR HURRICANE FLORENCE RELIEF EFFORTS - SUPPLIES$6,554
MINNEAPOLIS INSTITUTE OF ARTS
2400 THIRD AVE SOUTHMINNEAPOLISMN55404PC2018 SUPPORT FOR MINNEAPOLIS INSTITUTE OF ART$73,200
NATIONAL ASSOC OF HISPANIC NURSES
1500 SUNDAY DRIVE 120RALEIGHNC27607PCUNITED HEALTH FOUNDATION NATIONAL ASSOCIATION OF HISPANIC NURSES SCHOLARSHIP$97,192
NATIONAL HISPANIC HEALTH FOUNDATION
1920 L STREET NW SUITE 725WASHINGTONDC20036PCNATIONAL HISPANIC HEALTH PROFESSIONAL STUDENT SCHOLARSHIP AND MENTORSHIP PROGRAM$141,500
NATIONAL MEDICAL FELLOWSHIPS INC
347 5TH AVE 510NEW YORKNY10016PCTHE UNITED HEALTH FOUNDATION/NMF DIVERSE MEDICAL SCHOLARS PROGRAM$259,250
OPERATION GRATITUDE
PO BOX 260257ENCINOCA91426PC2018 OPERATIONAL SUPPORT OF OPERATION GRATITUDE$5,000
PARTNERSHIP FOR STRONG COMMUNITIES
227 LAWRENCE STHARTFORDCT06106PCPRESENTING SPONSORSHIP - PARTNERSHIP FOR STRONG COMMUNITIES IFORUM 2018$3,000
PATHWAYS
PO BOX 790ASHLANDKY41105PCTHE EXPANSION OF MENTAL HEALTH SERVICES FOR CHILDREN IN EASTERN KENTUCKY USING TELEHEALTH$205,000
RECIPE FOR SUCCESS FOUNDATION
PO BOX 56405HOUSTONTX77256PCHOPE FARMS SHOWCASE & FARMER TRAINING CENTER$200,000
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREETTROYNY12180PCTHE RENSSELAER HEALTH INCITE PIPELINE$383,336
ROCHESTER PRIMARY CARE NTWKPROF FEES
259 MONROE AVEROCHESTERNY14607PCBEHAVIORAL HEALTH INTEGRATION IN THE PRIMARY CARE SETTING$488,969
RXOUTREACH
3171 RIVERPORT TECH CENTER DRMARYLAND HEIGHTSMO63043PC2018 SUPPORT OF RXOUTREACH$5,000
SEED SPOT
502 S 2ND STREETPHOENIXAZ85004PC2018 SUPPORT OF SEED SPOT$1,000
SHATTERPROOF
135 WEST 41ST ST 6TH FLNEW YORKNY10036PCSHATTERPROOF PARENT SUPPORT GROUP MODEL PILOT$125,000
SPECIAL OLYMPICS
PO BOX 95005LAS VEGASNV89193PC2018 OPERATIONAL SUPPORT OF SPECIAL OLYMPICS$5,000
SRVS
3971 KNIGHT ARNOLD ROADMEMPHISTN38118PC2018 SUPPORT OF SRVS$5,000
ST MARYS HEALTH WAGON
PO BOX 7070WISEVA24293PCFACING HEALTHCARE ACCESS CHALLENGES: EXPANSION OF PRIMARY AND SPECIALTY CARE IN CENTRAL APPALACHIA$166,500
STAPLES ADVANTAGE CHARITY
PO BOX 70242PHILADELPHIAPA19176PC2018 SUPPORT FOR HURRICANE FLORENCE RELIEF EFFORTS - SUPPLIES$11,193
SUSANNAHS HOUSE INC
923 DAMERON AVEKNOXVILLETN37921PC2018 SUPPORT OF SUSANNAHS HOUSE$5,000
TEXAS HEALTH INSTITUTE
8501 N MOPAC EXPRESSWAY 170AUSTINTX78759PCAMERICAS HEALTH RANKINGS HEALTH OF WOMEN WHO HAVE SERVED REPORT$168,000
THE GOVERNORS PREVENTION PARTNERSHIP
30 JORDAN LNWETHERSFIELDCT06109PCCLOSING THE GAP TO PREVENT SUBSTANCE ABUSE AMONG HISPANIC/LATINO FAMILIES AND YOUTH IN GRADES 4-12 IN HARTFORD, CONNECTICUT$361,609
THE ST PAUL CHAMBER ORCHESTRA
408 ST PETER ST 3RD FLRST PAULMN55102PCST PAUL ORCHESTRA ANNUAL FUND SUPPORT$10,000
TIDEPOOL
555 BRYANT STREET 429PALO ALTOCA94301PC2018 SUPPORT OF TIDEPOOL$5,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NWWASHINGTONDC20001PCUNITED HEALTH FOUNDATION| UNCF DIVERSE SCHOLARS INITIATIVE$131,308
UNIVERSITY OF HOUSTON
EZEKIEL CULLEN BLDGHOUSTONTX77204PCA COMMUNITY COLLABORATIVE FOR PREVENTING AND TREATING OBESITY IN UNDERSERVED COMMUNITIES IN HOUSTON$730,096
UNIVERSITY OF KENTUCKY
800 ROSE ST CC453LEXINGTONKY40536PCERADICATE ORAL CANCER IN EASTERN KENTUCKY$200,000
UNIVERSITY OF MINNESOTA
200 OAK ST SE 500MINNEAPOLISMN55455PCTHE INTERSECTION OF BUSINESS, ANALYTICS AND HEALTH: PREPARING TALENT TO INFLUENCE HEALTHCARE$386,736
UNIVERSITY OF NEVADA LV FOUNDATION
4505 SOUTH MARYLAND PARKWAYLAS VEGASNV89154PCUNLV SCHOOL OF MEDICINE SUPPORT$602,000
UNIVERSITY OF NORTH CAROLINA
AT CHAPEL HILL OFFICE OF SPONSOREDATLANTAGA30384PCPROJECT ENABLE: EXTENSIBLE NETWORK-ACCESSIBLE BIOMEDICAL & HEALTH INFORMATICS LONG-TERM LEARNING ENVIRONMENT$835,358RESEARCH UNC 5-59493
UNIVERSITY OF WISCONSIN
1848 UNIVERSITY AVEMADISONWI53726PCHONORARIUM FOR PARTICIPATION IN THE AHR SCIENTIFIC ADVISORY COUNCIL$1,000
VILLAGE FOR FAMILIES AND CHILDREN
1680 ALBANY AVENUEHARTFORDCT06105PCTWO-GENERATION PEDIATRICS: INTEGRATING INTERGENERATIONAL FAMILY SERVICES INTO PRIMARY CARE$459,635
WALKER ART CENTER
725 VINELAND PLMINNEAPOLISMN55403PC2018 SUPPORT- WALKER ART CENTER TOUR PROGRAM$50,000
BENEVITY
203 32 W 25TH AVESAN MATEOCA94403PCCORPORATE MATCH FOR EMPLOYEE GIVING - DETAILED LISTING AVAILABLE UPON REQUEST$25,730,064
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,064,327TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENEVITY
203 32 W 25TH AVESAN MATEOCA94403PCCORPORATE MATCH FOR EMPLOYEE GIVING - DETAILED LISTING AVAILABLE UPON REQUEST$5,051,985
METHODIST HEALTHCARE FOUNDATION
1211 UNION AVENUE 450MEMPHISTN38104PC2018 SUPPORT OF METHODIST HEALTHCARE FOUNDATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,056,985TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,009ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,009ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,009TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITEDHEALTH GROUPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19900 BREN ROAD EASTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd
FieldValueIRS element (for citing)
Total Contributions$49,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDITCategoryTxt
Amt$24,132Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$24,132DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
WHOLE KIDS FOUNDATION
550 BOWIE STREETAUSTINTX787032014-12-18$500,000THE HEALTHY KIDS INNOVATION GRANT (HKI) WILL FIND THE NEXT GENERATION OF EFFECTIVE, REPLICABLE, AND SCALABLE IDEAS IN IMPROVING CHILDREN'S HEALTH. IN SPRING 2015, HKI WILL MAKE AN OPEN CALL FOR GRANT SUBMISSIONS. ELIGIBLE PROJECTS WILL HAVE AN IMPACT ON CHILDREN'S NUTRITION AND TO BE READY FOR SCALE ACROSS AT LEAST ONE GRADE LEVEL. NUTRITION IMPACT METRICS CAN INCLUDE: KNOWLEDGE (WHERE FOOD COMES FROM), NUTRITION (AN UNDERSTANDING OF HEALTHFUL FOOD CHOICES), CURIOSITY (WILLINGNESS TO TRY HEALTHY FOODS) OR CONSUMPTION. THESE FACTORS ARE KEY TO IMPROVING STUDENT HEALTH OUTCOMES MEASURED USING SCHOOL METRICS THAT INCLUDE FITNESS DATA, ATTENDANCE, AND ACADEMIC ACHIEVEMENT. ALL APPLICANTS MUST BE ASSOCIATED WITH A PUBLIC SCHOOL OR A REGISTERED NONPROFIT ORGANIZATION. CRITERIA WILL SHOW PREFERENCE FOR PROJECTS IN ELEMENTARY SCHOOLS WITH HIGH NEED BASED ON PERCENTAGE OF STUDENTS ELIGIBLE FOR THE USDA FREE AND REDUCED LUNCH PROGRAM AND WHICH ARE LOCATED IN UNDERSERVED COMMUNITIES.$500,000NONENOVEMBER 1, 2017, NOVEMBER 1, 20182018-11-01MORE THAN 300 LETTERS OF INTEREST WERE RECEIVED IN THE INAUGURAL GRANT WINDOW, ULTIMATELY RESULTING IN 9 ORGANIZATIONS BEING AWARDED GRANTS. EACH ORGANIZATION COMPLETED A JOINTLY APPROVED GRANT AGREEMENT INCLUDING A DETAILED REPORTING SCHEDULE. THE TOTAL INVESTED IN THIS ROUND OF GRANTS WAS $208,000. UHF AND WKF JOINTLY VALUED THE COMBINED EFFORT OF DESIGNING THE PROGRAM, ADMINISTERING IT AND THE GRANT INVESTMENTS AT $250,000. WKF ALSO DESIGNED AN INVESTMENT STRATEGY THAT RESULTED IN COMMUNITY IMPACT ON CHILDHOOD NUTRITION BY STATE - USING WKF'S CORE PROGRAMS SALAD BARS, SCHOOL GARDENS AND BEEHIVES. FUNDS WERE INVESTED TO PROVIDE GRANTS TO ALL ELIGIBLE APPLICANTS ON-HOLD IN WKF'S SYSTEM. THESE GRANTS ARE ADMINISTERED UNDER WFK'S GENERAL AGREEMENT & SYSTEM. EACH STATE RECEIVED A BLEND OF GRANTS BASED ON QUALIFIED APPLICANTS. SCHOOL GARDEN AND BEE HIVE GRANTS ARE $2,000 PER SCHOOL. SALAD BAR GRANTS ARE $3,000 PER SCHOOL.
CHORD - AASHIRWAD
2014-11-26$143GENERAL OPERATIONSNONEREPORT NOT RECEIVEDREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDUHF HAS CHANGED ITS POLICY AND NO LONGER GIVES DIRECT GRANTS TO FOREIGN ORGANIZATIONS. THIS GRANTEE IS NO LONGER ELIGIBLE TO RECEIVE FUNDS FROM UHF. THIS WILL BE THE FINAL EXPENDITURE RESPONSIBILITY STATEMENT FILED FOR THIS GRANTEE.RANGA REDDY DISTRICTGHMCIN500090
LITERACY INDIA
2014-11-26$169GENERAL OPERATIONSNONEREPORT NOT RECEIVEDREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDUHF HAS CHANGED ITS POLICY AND NO LONGER GIVES DIRECT GRANTS TO FOREIGN ORGANIZATIONS. THIS GRANTEE IS NO LONGER ELIGIBLE TO RECEIVE FUNDS FROM UHF. THIS WILL BE THE FINAL EXPENDITURE RESPONSIBILITY STATEMENT FILED FOR THIS GRANTEE.J-1365 PALAM VIHARGURGAONIN122017
VIRLANIE FOUNDATION
2014-11-26$65GENERAL OPERATIONSNONEREPORT NOT RECEIVEDREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDUHF HAS CHANGED ITS POLICY AND NO LONGER GIVES DIRECT GRANTS TO FOREIGN ORGANIZATIONS. THIS GRANTEE IS NO LONGER ELIGIBLE TO RECEIVE FUNDS FROM UHF. THIS WILL BE THE FINAL EXPENDITURE RESPONSIBILITY STATEMENT FILED FOR THIS GRANTEE.4055 YAGUE ST BRGY SINGKAMASMAKATI CITY METRO MANILARP1204

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL-CORPORATECategoryTxt
Legal Fees$2,382LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,382DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INT CRTDesc
BOY Book Value$1,304,502BOYBookValueAmt
EOY Book Value$1,234,725EOYBookValueAmt
EOYFMV$1,234,725EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN BENEFICIAL INTERESTDesc
Amt$69,777Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$4,579$0$4,579
MISCELLANEOUS$10,708$0$975
ADVERTISING$68,878$0$68,878

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD RESTATEMENT OF INCOME TAX EXPENSEDesc
Amt$21,772Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
GRANTS PAYABLE$4,063,599$5,056,985
OUTSTANDING GRANT CHECKS$1,688,043$639,845
ACCRUED EXCISE TAXES$413,917$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$3,523,561$0$3,523,792
INVESTMENT FEES$97$97$0
PHYSICIAN ADVISOR FEES$8,000$0$8,000